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claude-code

Claude-skill-registry invoice-organization

Organize and manage invoices with OCR extraction, categorization, and expense tracking

install
source · Clone the upstream repo
git clone https://github.com/majiayu000/claude-skill-registry
Claude Code · Install into ~/.claude/skills/
T=$(mktemp -d) && git clone --depth=1 https://github.com/majiayu000/claude-skill-registry "$T" && mkdir -p ~/.claude/skills && cp -r "$T/skills/data/invoice-organization" ~/.claude/skills/majiayu000-claude-skill-registry-invoice-organization && rm -rf "$T"
manifest: skills/data/invoice-organization/SKILL.md
source content

Invoice Organization Skill

Organize, extract data from, and manage invoices for accounting and expense tracking.

When to Use

  • Expense management
  • Accounting workflows
  • Tax preparation
  • Vendor payment tracking

Core Capabilities

  • OCR text extraction
  • Data parsing (amount, date, vendor)
  • Categorization (expense type)
  • Duplicate detection
  • Date-based filing
  • Export to accounting software

Workflow

  1. Scan/Upload: Capture invoice images
  2. OCR: Extract text
  3. Parse: Extract key fields (amount, date, vendor, items)
  4. Categorize: Assign expense category
  5. Store: Organize by date/vendor/category
  6. Export: Generate reports or export to QuickBooks/Xero

Tools

  • Tesseract OCR
  • Invoice2data (Python)
  • Tabula (PDF tables)
  • Accounting software APIs

Best Practices

  • Standardize naming: 
    YYYYMMDD_Vendor_Amount.pdf
  • Backup regularly
  • Verify OCR accuracy
  • Track payment status
  • Archive annually

Resources